Bringing you live news and features since 2006 

First Eagle launches retirement share classes for mutual funds

RELATED TOPICS​

First Eagle Investment Management has launched a suite of retirement share classes for its mutual fund line-up.

The new R3, R4, R5 and R6 shares, available for purchase on 1 March 2017, represent a transparent and complementary menu of pricing options from which retirement plan fiduciaries can choose the share class most suited to the needs of their plan.
 
The new retirement share classes are available without investment minimums or front-end sales charges and offer varying levels of intermediary compensation, including 12b-1 and sub-TA fees. The R6 shares do not include any form of intermediary compensation and represent the lowest-cost offering among the newly launched shares.
 
“By introducing share classes that are dedicated to group retirement plans, we are continuing our commitment to this important market,” says Mike Rosenberg, head of retirement investment solutions at First Eagle. “I am excited that plan fiduciaries will have access to our investment solutions through share classes of their choice that address their specific needs. This brings us a step closer in our quest to help American savers with investment strategies that aim to deliver attractive returns, preserve purchasing power and provide downside protection.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by